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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,368 | $48,267+153.5% | $68,808+77.8% | $68,486+78.7% |
| Participation rate | 57.9% | 60.7%-2.8pp | 69.0%-11.1pp | 67.9%-10.0pp |
| Annual return | -5.10% | -12.70%+7.6pp | -6.37%+1.3pp | -7.85%+2.8pp |
| Employer contribution / active EE | $6,755 | $1,829+269.3% | $2,656+154.3% | $2,597+160.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,755 | $4,362+54.8% | $4,936+36.9% | $5,404+25.0% |